Peck & Associates offers wealth management services, starting with your investment portfolio and potentially covering estate planning, tax and insurance planning, family matters, business issues, and charitable giving. The firm makes both strategic and tactical asset allocation decisions based on your needs and economic conditions. They provide asset allocation strategies, advice on selecting money managers and investments, and ongoing portfolio monitoring and performance measurement.
Fee Structure
Peck & Associates charges an annual fixed rate (retainer) for investment advisory services, invoiced quarterly. The retainer is based on an hourly rate multiplied by the estimated time to provide the service. For example, the fee would be $4,400 annually for accounts valued at $1,000,000. This fee may change based on hourly rates, time spent, or if financial planning services are added. Ongoing financial planning services may increase the annual fee to $5,500.